Press Room
FOR IMMEDIATE RELEASE
September 23rd, 2009
For more information, contact Cornerstone Investment Management & Consulting, LLC at 251/626-6292 or at info@csimac.com
"Cornerstone hires CFA level II candidate as Research Associate"
Daphne, AL-
Cornerstone Investment Management & Consulting is pleased to announce Joshua G. Tucker has been hired as Research Associate. Mr. Tucker earned his B.S. in Finance from Mississippi State University and has passed level II of the rigorous Chartered Financial Analyst (CFA) examination series.
To learn more about Cornerstone Investment Management and Consulting, visit www.investwithcornerstone.com
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FOR IMMEDIATE RELEASE
July 9th, 2009
For more information, contact Cornerstone Investment Management & Consulting, LLC at 251/626-6292 or at info@csimac.com
"Koser receives Bulldog Award from the Eastern Shore Chamber of Commerce"
Daphne, AL-Scott M. Koser, CFA, Director of Research was awarded the Bulldog Award from the Eastern Shore Chamber of Commerce for his dogged determination and tireless efforts to support the programs and mission of the Eastern Shore Chamber of Commerce. Koser has served as Chair of the Technology Innovation Center task force, seeking to establish a research/technology park on the Easter Shore of Mobile Bay.
For more about Cornerstone Investment Management and Consulting, visit www.investwithcornerstone.com
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FOR IMMEDIATE RELEASE
October 29, 2007
For more information, contact Cornerstone Investment Management & Consulting, LLC at 251/626-6292 or at info@csimac.com
"Cornerstone Principal Lays Groundwork for Research Park"
Baldwin County, Ala.- In August, the Eastern Shore Chamber of Commerce was presented a $70,000 check by Steve Pelham, state director of the USDA Rural Development's Rural Business Enterprise Grant Program during the Chamber of Commerce Association of Alabama's Summer Conference in Gulf Shores. Cornerstone Investment Management and Consulting's director of research, Scott M. Koser, CFA, was one of the pictured recipients, due to his position as chairman of the Chamber's Technology/Research Park Taskforce.
Koser is using his passion for financial freedom and empowerment to help grow the Eastern Shore business community. "As business owners, we have to not only focus on growing our own companies. We also have a commitment to each other and future job growth," stated Koser.
Named chairman last December, Koser has served on the Eastern Shore Chamber of Commerce's Technology/Research Park Taskforce since 2005. His responsibilities include the development and distribution of a Request For Proposal for hiring a Master Planner and managing the interviewing and selection process.
For more information about the USDA Rural Development Programs, visit www.rurdev.usda.gov/al. To learn more about Cornerstone Investment Management and Consulting, visit www.investwithcornerstone.com.
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FOR IMMEDIATE RELEASE
May 10, 2007
For more information, contact Cornerstone Investment Management & Consulting, LLC at 251/626-6292 or at info@csimac.com
"Cornerstone Granted SEC Registration"
MOBILE, Ala. - On April 17, Cornerstone Investment Management and Consulting was granted registration as an investment adviser under Section 203(c) of the Investment Adviser Act of 1940 by the United States Securities and Exchange Commission.
This law regulates investment advisers. With certain exceptions, this Act requires that firms or sole practitioners compensated for advising others about securities investments must register with the SEC and conform to regulations designed to protect investors. Since the Act was amended in 1996, generally only advisers who have at least $25 million of assets under management or advise a registered investment company must register with the Commission.
"We were so proud to receive our notice of registration," stated Scott Koser, CFA, director of research. "This is a monumental day in Cornerstone's history and just what we needed to catapult us to that next level of growth."
To learn more about Cornerstone, log onto www.investwithcornerstone.com.
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FOR IMMEDIATE RELEASE
November 27, 2006
For more information, contact Cornerstone Investment Management & Consulting, LLC at 251/626-6292 or at info@csimac.com
"Davidson Named Samford University's Alumni Association President"
DAPHNE, Ala. - Mark Davidson, CFA, founding partner of Cornerstone Investment Management and Consulting, was named the 2006-2008 President of the Samford University National Alumni Association. A 1992 graduate with a bachelor's degree in mathematics, Davidson will lead the association's efforts in building community among Samford alumni throughout the country.
Since graduating from Samford, Davidson has earned a Master of Science in Management with a concentration in finance from Purdue University. In 1999, he earned his designation as a Chartered Financial Analyst. Davidson is a graduate of the Leadership Mobile Class of 2006 and serves as an adjunct professor of finance at the University of South Alabama's Mitchell College of Business.
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July 1, 2003
For more information, contact:
Scott Koser at 251-626-6292
"New Investment Firm Opens Doors"
DAPHNE, Ala. - On June 30, Cornerstone Investment Management and Consulting opened its doors to the public. Located at 1716 Main Street, Suite B in Daphne, the firm offers its clientele hourly investment consulting and fee only investment management.
Mark Davidson of Savannah, Ga. and Scott Koser of Columbus, Ga, founded Cornerstone in September 2002, after extensive market research. As portfolio managers for two prestigious investment firms in the southeast, the founding partners recognized the need for their customized services in the Gulf Coast area.
Davidson, director of investments, states, "We know that we've been blessed with numerous opportunities and it is our responsibility to share those blessings with others. At Cornerstone, we make sure that everyone receives a fair arrangement and understanding when it comes to investments."
Davidson's daily responsibilities include equity analysis, portfolio management, securities trading, performance review and assessment, macroeconomic analysis, and firm strategy and management. As the director of research, Koser manages research efforts particularly in macroeconomics, as well as researching and deploying new tools and information systems.
To learn more about Cornerstone and its founding partners, log onto www.investwithcornerstone.com.
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Customized Analysis. Experienced Advice.
InvestwithCornerstone.com
Cornerstone Investment Management & Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Al 36526. Fee only investment management, hourly financial advice or planning.
Cornerstone is a Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission (SEC) and based on the Eastern Shore of Mobile Bay in Daphne, Alabama.
For more information about our firm, or to receive a copy of our disclosure form ADV, please email us at info@csimac.com, or call 251-626-6292.
